Written by Portfolio Manager Matthew Krajna, Select Managers review is issued to provide color to both strategy and individual fund performance and highlight any portfolio changes that have been made throughout the period.

Written by Portfolio Manager Matthew Krajna, Select Managers review is issued to provide color to both strategy and individual fund performance and highlight any portfolio changes that have been made throughout the period.

Nottingham’s Chief Investment Officer Larry Whistler, CFA was highlighted in The Wall Street Transcript on May 8, 2017, discussing how Nottingham manages risk in our portfolios through the use of a factor based approach. Click below to read the interview.

Click below and register to hear the webinar replay with Nottingham’s Senior Portfolio Manager, Matthew Krajna, CFA, as a panelist on the S&P Dow Jones Indices webinar for financial advisors.

Despite continuous innovation in the investment landscape, a majority of global ETF AUM is still concentrated in core strategies. Why? … Because they work.

15 years of SPIVA® (S&P Indices vs. Active) data shows the persistent success of indexing core equities and fixed income in both bull and bear markets.

While it’s no secret that a strong core reinforces portfolio foundations efficiently, allowing more time to address individual client goals – the range of effective core strategies could be even broader than you think.

Click below to read Nottingham’s Chief Investment Officer, Larry Whistler, as a guest author on IRIS “Employing Factors in a Portfolio’s Core”. In this article, Larry discusses the use of a factors based approach to core portfolio construction.

Let’s face it, portfolio return measurement is a big part of the investment management game we all play. While everyone’s return bogey tends to be a little different – some chase after the S&P 500 return, while other pursue returns based on fixed-income benchmarks like the Barclays Aggregate Bond Index – we all tend to take periodic stock of where we stand financially. It’s important, however, to always understand just what those return numbers mean – and what they don’t mean.